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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
1876
Warren Street Wealth Advisors
California
$244K +$5.03K +24 +2%
HC
1877
Hourglass Capital
Texas
$243K – – –
IFAM
1878
Institutional & Family Asset Management
Colorado
$243K +$1.26K +6 +0.6%
AA
1879
Alesco Advisors
New York
$242K – – –
BWP
1880
BSW Wealth Partners
Colorado
$242K +$228K +1,087 New
ACA
1881
Anchor Capital Advisors
Massachusetts
$241K – – –
CAWM
1882
Capital Advisors Wealth Management
Washington
$241K +$4.2K +20 +2%
KAM
1883
KEB Asset Management
Illinois
$240K -$419K -2,000 -65%
CWA
1884
Consilium Wealth Advisory
Texas
$240K -$3.36K -16 -1%
GIM
1885
Greylin Investment Management
Virginia
$240K – – –
SCM
1886
Silvant Capital Management
Georgia
$240K – – –
SCFS
1887
S.C. Financial Services
Arizona
$240K +$629 +3 +0.3%
CWA
1888
Canvas Wealth Advisors
Kansas
$239K -$2.94K -14 -1%
RW
1889
Rede Wealth
Virginia
$239K +$210 +1 +0.1%
BFO
1890
Boston Family Office
Massachusetts
$239K +$225K +1,072 New
MGAM
1891
McGowan Group Asset Management
Texas
$238K -$168K -800 -43%
BA
1892
Bristlecone Advisors
Washington
$238K +$10.7K +51 +5%
RTC
1893
Riverview Trust Company
Washington
$238K +$62.7K +299 +39%
PIA
1894
Pinion Investment Advisors
Kansas
$238K +$224K +1,068 New
PHK
1895
Point72 Hong Kong
Hong Kong
$238K +$224K +1,070 New
WMA
1896
West Michigan Advisors
Michigan
$237K -$37.5K -179 -14%
AWM
1897
Act Wealth Management
Texas
$237K -$5.24K -25 -2%
VA
1898
Valmark Advisers
Ohio
$237K -$5.03K -24 -2%
MJRIC
1899
Mogy Joel R Investment Counsel
California
$236K – – –
EFM
1900
E Fund Management
China
$235K -$29.4K -140 -12%